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Joel Isaacson & Co., LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Joel Isaacson & Co., LLC
报告期 2026-03-31 · CIK 0001599330
持仓数
455
前50大市值合计
$2.53B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 34
增持 79
减持 21
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
-$16.6M
495,951
+0%
增持
GOOGL
ALPHABET INC
-$16.3M
479,103
+0%
增持
SDY
SPDR SER TR
+$14.7M
2,558,258
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AAPL
APPLE INC
-$12.8M
405,162
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.5M
1,241,673
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.4M
947,143
+3%
增持
MSFT
MICROSOFT CORP
-$4.0M
98,136
+1%
增持
AMZN
AMAZON COM INC
-$3.5M
164,498
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
27,653
+10%
减持
SPY
SPDR S&P 500 ETF TR
-$3.3M
116,833
-0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
IJK
ISHARES TR
-$2.9M
493,517
+2%
增持
VXUS
VANGUARD STAR FDS
+$2.8M
258,033
+15%
建仓
SGU
STAR GROUP L P
+$2.5M
191,832
增持
XLK
SELECT SECTOR SPDR TR
-$2.2M
98,218
+1%
增持
VO
VANGUARD INDEX FDS
+$2.2M
398,363
+4%
增持
APO
APOLLO GLOBAL MGMT INC
-$2.2M
78,686
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$2.1M
122,874
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
74,132
+4%
增持
GLD
SPDR GOLD TR
+$1.9M
22,361
+19%
增持
VPU
VANGUARD WORLD FD
+$1.6M
11,361
+432%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
60,790
-0%
增持
VB
VANGUARD INDEX FDS
-$1.5M
189,960
+5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
7,783
减持
HAPN
LENDINGCLUB CORP
-$1.3M
212,801
-3%
增持
VUG
VANGUARD INDEX FDS
-$1.3M
72,144
+6%
增持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
695,628
+5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
33,501
+155%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
23,226
增持
NFLX
NETFLIX INC
+$1.1M
6,013
+19%
增持
SUB
ISHARES TR
+$1.0M
36,002
+36%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
211,325
+7%
增持
VTV
VANGUARD INDEX FDS
+$1.0M
19,169
+41%
增持
QQQ
INVESCO QQQ TR
-$964.5K
25,841
+1%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$949.0K
683,265
-2%
增持
LLY
ELI LILLY & CO
+$844.5K
6,655
+10%
减持
PNC
PNC FINL SVCS GROUP INC
-$837.1K
48,524
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$803.7K
88,841
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$791.6K
51,603
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$735.7K
158,550
+2%
增持
VGT
VANGUARD WORLD FD
-$727.6K
9,212
+0%
清仓
VTEC
VANGUARD CALIF TAX FREE FDS
-$714.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$682.3K
17,759
+5%
建仓
CET
CENTRAL SECS CORP
+$677.5K
15,070
建仓
AMLP
ALPS ETF TR
+$664.8K
12,800
增持
CMCSA
COMCAST CORP NEW
+$663.2K
187,107
+13%
增持
AVGO
BROADCOM INC
-$640.2K
11,941
+5%
建仓
GAM
GENERAL AMERN INVS CO INC
+$623.1K
12,371
清仓
—
INNOVID CORP
-$619.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$616.4K
4,332
+14%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$607.9K
11,740
减持
—
EXXON MOBIL CORP
+$599.5K
66,755
-2%
增持
COIN
COINBASE GLOBAL INC
+$581.8K
11,528
+104%
建仓
AZO
AUTOZONE INC
+$568.1K
149
建仓
TY
TRI CONTL CORP
+$566.8K
18,481
增持
V
VISA INC
+$561.6K
8,474
+11%
增持
MTCH
MATCH GROUP INC NEW
+$559.7K
126,648
+22%
减持
IWF
ISHARES TR
-$554.5K
11,632
-2%
减持
PPLI
IAC INC
+$543.2K
410,205
-3%
增持
BX
BLACKSTONE INC
-$541.3K
19,668
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$538.1K
26,878
+17%
增持
ED
CONSOLIDATED EDISON INC
+$514.4K
22,755
+1%
增持
VBK
VANGUARD INDEX FDS
-$512.8K
18,370
+0%
建仓
PANW
PALO ALTO NETWORKS INC
+$509.9K
2,988
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$503.6K
26,520
建仓
AMAT
APPLIED MATLS INC
+$502.0K
3,459
增持
NET
CLOUDFLARE INC
+$477.2K
10,875
+56%
建仓
STEW
SRH TOTAL RETURN FUND INC
+$450.0K
26,087
减持
GS
GOLDMAN SACHS GROUP INC
-$442.0K
9,182
-4%
减持
IJH
ISHARES TR
-$434.0K
59,758
-5%
增持
KO
COCA COLA CO
+$426.3K
21,094
+21%
增持
CVX
CHEVRON CORP NEW
+$424.5K
15,880
+3%
增持
MGK
VANGUARD WORLD FD
-$424.4K
19,437
+4%
增持
—
FTAI AVIATION LTD
-$421.6K
41,572
+19%
增持
VBR
VANGUARD INDEX FDS
-$418.0K
38,280
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$401.8K
20,026
+27%
增持
ORCL
ORACLE CORP
-$391.1K
19,242
+4%
增持
MS
MORGAN STANLEY
-$380.1K
48,498
+1%
增持
MUB
ISHARES TR
+$368.5K
42,477
+10%
清仓
BUG
GLOBAL X FDS
-$367.4K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$362.4K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$355.4K
8,136
+107%
增持
NVS
NOVARTIS AG
+$354.3K
7,261
+55%
建仓
LNG
CHENIERE ENERGY INC
+$352.7K
1,524
增持
T
AT&T INC
+$341.8K
54,949
+3%
增持
GE
GE AEROSPACE
+$329.9K
7,345
+7%
清仓
BILL
BILL HOLDINGS INC
-$328.7K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$328.5K
34,657
+3%
增持
NVO
NOVO-NORDISK A S
-$328.2K
20,313
+0%
清仓
SCHG
SCHWAB STRATEGIC TR
-$319.9K
0
-100%
建仓
—
FIDELIS INSURANCE HOLDINGS L
+$315.3K
19,462
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$309.0K
97,171
+1%
增持
VTI
VANGUARD INDEX FDS
-$302.7K
473,613
+5%
增持
ABBV
ABBVIE INC
+$301.3K
6,694
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$299.3K
45,643
+3%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$297.5K
2,978
增持
TSLA
TESLA INC
-$294.9K
4,601
+25%
增持
AMT
AMERICAN TOWER CORP NEW
+$294.3K
6,436
+7%
建仓
QUAL
ISHARES TR
+$288.5K
1,688
减持
EL
LAUDER ESTEE COS INC
-$286.9K
28,706
-1%
增持
IYW
ISHARES TR
-$284.6K
14,924
+0%
清仓
ICLN
ISHARES TR
-$275.9K
0
-100%
增持
CSCO
CISCO SYS INC
+$275.7K
32,080
+11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$269.6K
57,846
-12%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$263.7K
1,366
减持
EFT
EATON VANCE FLTING RATE INC
-$262.5K
21,152
-49%
增持
IWM
ISHARES TR
-$262.3K
15,692
+2%
增持
META
META PLATFORMS INC
-$260.9K
46,733
+1%
减持
WMG
WARNER MUSIC GROUP CORP
-$260.2K
275,050
-4%
增持
—
AON PLC
+$255.5K
2,638
+19%
建仓
PEO
ADAM NAT RES FD INC
+$254.3K
11,150
清仓
OXY
OCCIDENTAL PETE CORP
-$251.5K
0
-100%
增持
MAIN
MAIN STR CAP CORP
-$249.7K
128,333
+0%
建仓
HWM
HOWMET AEROSPACE INC
+$248.8K
1,918
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$241.8K
2,136
增持
UNP
UNION PAC CORP
+$240.7K
11,874
+6%
增持
EFA
ISHARES TR
+$237.7K
21,944
+7%
减持
IVW
ISHARES TR
-$237.1K
23,291
-1%
减持
IJR
ISHARES TR
-$232.4K
19,467
-1%
增持
WINN
HARBOR ETF TRUST
+$228.6K
36,480
+49%
清仓
IWC
ISHARES TR
-$223.2K
0
-100%
建仓
SHOP
SHOPIFY INC
+$223.1K
2,337
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD
+$221.3K
10,000
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$220.1K
454
清仓
ARKK
ARK ETF TR
-$219.8K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$218.9K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$217.2K
3,684
清仓
XLY
SELECT SECTOR SPDR TR
-$214.9K
0
-100%
清仓
EES
WISDOMTREE TR
-$213.9K
0
-100%
建仓
TFC
TRUIST FINL CORP
+$213.1K
5,180
建仓
CCI
CROWN CASTLE INC
+$212.7K
2,041
清仓
—
DUPONT DE NEMOURS INC
-$212.0K
0
-100%
增持
DIS
DISNEY WALT CO
-$211.7K
29,458
+5%
减持
CI
THE CIGNA GROUP
+$210.8K
4,041
-0%
增持
IVV
ISHARES TR
+$209.8K
13,449
+8%
建仓
—
TRANE TECHNOLOGIES PLC
+$208.9K
620
清仓
EVR
EVERCORE INC
-$208.6K
0
-100%
增持
RTX
RTX CORPORATION
+$206.7K
10,335
+3%
建仓
XLV
SELECT SECTOR SPDR TR
+$206.7K
1,416
减持
DEO
DIAGEO PLC
-$205.9K
7,975
-3%
清仓
COP
CONOCOPHILLIPS
-$203.7K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$203.5K
7,658
增持
VONG
VANGUARD SCOTTSDALE FDS
-$202.7K
127,581
+9%
增持
NEE
NEXTERA ENERGY INC
+$201.3K
34,581
+10%
减持
MCD
MCDONALDS CORP
+$199.6K
9,513
-1%
建仓
BGR
BLACKROCK ENERGY & RES TR
+$196.2K
14,450
增持
SAP
SAP SE
+$194.1K
1,708
+59%
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$192.3K
14,660
减持
BA
BOEING CO
-$191.2K
2,449
-29%
建仓
XBOEX
BLACKROCK ENHANCED GLOBAL DI
+$189.0K
17,420
